Commodity postings for coal, steel and iron ore threaten new cyclical lows.

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Raw materials plays like copper, iron ore, even coal are suspect unless commodity quotes hold at currently extended levels.

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In commodity news, Rio Tinto agreed to slash iron ore prices in a deal with Japan's Nippon Steel by at least 33%.

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China is the incremental buyer of industrial commodities (here is a factoid: it is responsible for two-thirds of global demand for iron ore), so even if we have inflation, commodity prices will still decline with plummeting demand when China cuts back.

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The commodity story of China being the demand force for oil, minerals like iron ore and agricultural commodities is still in play, but savvy fund managers are turning inward along with the Chinese government.

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After months of negotiations, China's steelmakers agreed to pay up to double the price for the iron ore they buy from Rio Tinto, the biggest-ever annual rise in the cost of the commodity.

ECONOMIST: Business this week